Explore the benefits of Protection IUL and its new living benefit rider with practical positioning tips for financial professionals and their clients.
In this episode of the Life Matters Podcast, host Bill Bell, VP of Advanced Sales at Penn Mutual welcomes Riley Thornburgh, AVP of Product Strategy, Andrew Skyrm, AVP & Actuary, and Carla Miller, Regional Marketing Director, for an inside look at Penn Mutual’s Protection Indexed Universal Life product, also known as Protection IUL or PIUL.
Protection IUL is designed for clients seeking affordable, long-term death benefit protection. Riley and Andrew discuss the strategy and pricing philosophy behind the product, where it fits within Penn Mutual’s life insurance portfolio and how it performs across a range of funding approaches. Carla then shares how financial professionals can position Protection IUL and its Enhanced Chronic Illness Accelerated Benefit Rider within client planning conversations.
You’ll hear insights on:
• Which clients may benefit from a protection-focused life insurance solution
• How Protection IUL can provide affordable, long-term death benefit protection
• How different payment options can help address a range of client needs
• How the Enhanced Chronic Illness Accelerated Benefit Rider may provide added protection following a qualifying chronic illness
• How financial professionals can introduce protection and chronic illness planning in client-friendly language
This episode is designed for financial professionals who want to better understand Protection IUL, identify potential client opportunities and explore how death benefit protection and chronic illness planning can work together within a comprehensive financial strategy.
Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com
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This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state.
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